Build Excecutive Summary - Finance Report

Mastering Power BI with Excutive Summary - Finance Report Use-case

Power BI
Report
Dashboard
Finance
Executive Summary
Author

Phuong Nguyen

Published

December 23, 2024

Welcome to Business Intelligence world with Power BI!

In this post, I will guide you through building an executive summary finance report using Power BI.

Use Case Description

  • Our dataset is a sample financical dataset from Power BI Desktop
  • Our objective is to create a Power BI report that helps executives answer the following three questions:
    • Which month and year had the highest profit?
    • Where is the company experiencing the most success (by country/region)?
    • Which product and segment should the company continue investing in?

How-to Guide

Our development process involves the following steps:

- Data preparation - Data loading - Data transformation - Convert the data type of “Units Sold” to Whole Number. - Change the ext format of “Segment” to UPPERCASE. - Rename “Month Name” to “Month”. - Remove the “Montana” product from “Product” as it was discontinued last month. - Data modeling - Write two DAX formulas for measures and tables - Report building - Visual #1: Add a title - Visual #2: Line graph for Profit by Date - Visual #3: Map visualisation for Profit by Country/Region - Visual #4: Bar graph for Sales by Product and Segment - Visual #5: Time slider for Year - Report Publishing - Publish our report from Power BI Desktop to Power BI service to share

To give you a hands-on practice of this use case, please following my step-by-step tutorial video to perform all the above steps:

Final result

In summary, the final Executive Summary - Finance Report should look like this:

This report enables executives to address the following questions:

- Which month and year had the highest profit? - December 2014 - In which country/region the company experiencing the most success? - In Europe, specifically France and Germany. - Which product and segment should the company continue to invest in? - The company should continue to invest in the Paseo product, focusing on the Small Business and Government segments.

Reference

  • [1] https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-excel-stunning-report